Baldwin Insurance Group, Inc. - Common Stock (BWIN)

CUSIP: 05589G102

Q3 2026 13F Holders as of 30 Sep 2026

Holder snapshot 6 signals
Share change
-6,895,306
SEC-reported price per share
$31.79
Number of holders
67
Value change
-$183,498,190
Number of buys
39
Number of sells
29
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
95,538,133

Security key

05589G102

Report period

Q3 2026

Institutions

67

Top holders

10

Ownership snapshot

Top reported holders of BWIN - Baldwin Insurance Group, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Lowry Baldwin
Disclosed value leader
BIGH, LLC
Comparable rows
7/15
Latest evidence
18 Sep 2026
13D/G 13F 3/4/5 Lead comparable stake: 17% 8 rows are not safely comparable across share classes. 13D/G row: Lowry Baldwin Showing 1-6 of 15 holder rows.

Quick read

Lowry Baldwin leads the comparable SEC ownership view at 17%.

7 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Lowry Baldwin's linked filing trail.
Comparable ownership Top 5
Lowry Baldwin 17%
GLAZER CAPITAL, LLC 5.4%
Capital International Investors 5.1%
BAMCO INC /NY/ 4.5%
Capital Research Global Investors 4.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Lowry Baldwin
13D/G
L. Lowry Baldwin
17%
Reported 13D/G · 31 Mar 2026
$441,048,667
19,938,909 shares
-$10,214,861 31 Mar 2026
GLAZER CAPITAL, LLC
13D/G
5.4%
Reported 13D/G · 18 Sep 2026
$158,919,516
5,179,906 shares
$0 18 Sep 2026
Capital International Investors
13D/G 13F
Company
5.1%
Reported 13D/G · 31 Dec 2025
$94,831,240
3,618,132 shares
$0 31 Dec 2025
BAMCO INC /NY/
13D/G 13F
Company
4.5%
Reported 13D/G · 30 Sep 2024
$126,299,600
3,010,000 shares
$0 30 Sep 2024
Capital Research Global Investors
13D/G 13F
Company
4.2%
Reported 13D/G · 31 Dec 2025
$79,077,431
3,017,071 shares
-$39,214,852 31 Dec 2025
Champlain Investment Partners, LLC
13D/G 13F
Company
3.8%
Reported 13D/G · 31 Dec 2025
$95,677,246
3,650,410 shares
-$6,957,942 31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
67
Shares
6,934,444
Rows available
67
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders
227
Q3 2026 holders
67
Holder diff
-160
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .